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BTC
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$2,461
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$96.89
+0.3% 24h
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50/100
BearishNeutralBullish
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56.4%
balanced book
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59 / 100
29 of top 50 beat BTC 30d
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25
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Biggest crypto news
The Club · ONDO up to $0.376 (1.34x vs entry)
Why it matters — Multi-year hold. 100% deployed · $0 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · ONDO up to $0.376 (1.34x vs entry)
7.0
Why — Multi-year hold. 100% deployed · $0 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 6 notes
Market context
MajorsBTC $63,923 (+0.0% 24h) · ETH $1,843 (+0.1% 24h) · SOL $75.06 (+0.1% 24h)
France's gambling regulator ANJ has ordered ISPs to block access to Polymarket, alleging illegal gambling services and manipulation risks (Wu Blockchain).
Arbitrum ($ARB) experienced a 20% rally as a proxy trade for Robinhood's success, following market awareness of its 10% cut on RH chain fees (DeFi Ignas).
Jito has introduced JTX and its new 'Good Trade' feature to test if Solana trades fill better than on centralized venues like Coinbase (Bankless).
CryptoQuant's Ki Young Ju notes that whales actively drove both BTC spot and futures activity during recent market movements.
The EU's new messaging law does not break end-to-end encryption but enables warrantless scanning of unencrypted platforms like Instagram and Discord (DeFi Ignas).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ONDO at 1.34x vs entry (100% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Bullish Bitcoin catalysts and market relief expected to materialize over the coming months (CryptoQuant)
◆Ongoing regulatory compliance hurdles for prediction markets in Europe following blocks in Spain and France (Wu Blockchain)
◆Further integration of native proof verification and fast finality to reunify Ethereum L2s (Bankless)
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · prices only
Club readas of 16:07
Stress point: SECZ 0.63× vs entry. Working: UNI 1.37×.
Deployed—Dry powder—Assets13
70%Tokenization10%AI × Crypto5%Onchain Fundraising5%Privacy
gray = club entry · white = my fill
Tokenization Bucket70%
SECZex-CEPT40%40%$11.00$9.93$6.900.63×0.69×Bear $5 / Base $20 / Bull $70Base $46 / Bull $123
ONDO5%9%~$0.280$0.362$0.3631.30×1.00×Multi-year hold2–3yr core hold
SKY5%5%$0.070$0.068$0.0680.98×1.00×Bear $0.08 / Base $0.22 / Bull $0.52Base $0.37 / Bull $0.70
AAVEback in · 3%→5%5%9%$95.00$124.40$124.711.31×1.00×Bear $164 / Base $250 / Bull $400Base $400–700
AERO5%5%—$0.561$0.519—0.93×Long-term hold
UNI5%10%$3.12$4.27$4.281.37×1.00×$6–8 impliedTokenization tailwind
JUP5%9%—$0.219$0.221—1.01×Long-term hold
LINKclub out 18.5.0%3%—$11.33$11.35—1.00×$13–14Core hold
AI × Crypto Bucket10%
NEAR2%2%$1.55$1.83$1.841.19×1.00×Base ~$9.40Bull: solver scale upside
VIRTUAL3%—$0.650—$0.7481.15×—Long-term spot holdAI narrative
REPPO1%2%—$0.013$0.013—1.00×Early stage
CASHBeing deployed3%0%
Onchain Fundraising Bucket5%
METAMetaDAO2%———$2,769——Platform for token launchesPost safe-harbor rule
CASHWaiting for SEC safe-harbor rule3%0%
Privacy Bucket5%
ZECZcash5%4%$670.00$771.05$775.841.16×1.01×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,562ETH $2,461SOL $96.89
Changes since last snapshot
▼ONDO 1.40× → 1.30× vs entry
▼AAVE 1.37× → 1.31× vs entry
▼NEAR 1.28× → 1.19× vs entry
▼VIRTUAL 1.27× → 1.15× vs entry
▼ZEC 1.27× → 1.16× vs entry
▼Deployment 92% → 0%
source: club thesis · live Kraken prices · daily snapshot